September 5, 2021 Why Laypersons Should Not Be Executor/ Trustee “I did not receive one nickel of the money and yet my reputation was tarnished!”- the voice of a Toronto accountant who acted as read more
August 27, 2021 Prudence in Administering an Estate A Will often stipulates the naming of an executor, be it sole executor, substitute executor, or even joint executor. Executors have a legal duty read more
August 20, 2021 A Closer Look at a Standby Trust Case A Standby Trust is a passive Trust that is on standby/ in dormant mode, only activated when trigger events (mental incapacity or death) occur. read more
August 5, 2021 Lawyers, Precepts And Our Roles After working in this field for so many years, one of the most frequent questions that had been posed to me is whether lawyers read more
June 18, 2021 Working with Protector and Family to Protect Vulnerable Beneficiary from Financial Abuse What should a trust officer do when the settlor who is also the named discretionary beneficiary called to request for an ad- hoc lump read more
